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21671 Gateway Center Drive Suite 111, Diamond Bar, CA 91765 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-12-22 |
| PA | RA | APPROVED | 2025-12-12 |
| CA | RA | APPROVED | 2022-01-27 |
Branch Locations
825 S Primrose Avenue Suite E, Monrovia, CA 91016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 03/2016 | 12/2016 |
| Ameritas Life Insurance Corp | Lincoln | NE | 03/2016 | 12/2016 |
| Creative Benefits, Inc. | Chino Hills | CA | 06/2016 | 02/2017 |
| Creative Benefits, Inc | Temecula | CA | 02/2017 | 12/2021 |
| Syndicated Capital, Inc. | Monrovia | CA | 01/2022 | Present |
*CREATIVE BENEFITS; SAME AS BRANCH; INV REL; FIXED INSURANCE INCLUDING LIFE, HEALTH, P&C, FIXED ANNUITIES; BENEFITS CONSULTANT; START DATE=06/2016; HRS/MO=100; TRADING HRS/MO=100; FIXED INSURANCE SALES TO BUSINESS OWNERS AND THEIR EMPLOYEES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-28 |
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